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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,501 | $105,200-10.2% | $159,474-40.7% | $85,847+10.1% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.8%-11.4pp | 69.3%+2.1pp |
| Annual return | 16.28% | 45.08%-28.8pp | 263.68%-247.4pp | 318.61%-302.3pp |
| Employer contribution / active EE | $4,106 | $3,319+23.7% | $4,831-15.0% | $2,565+60.0% |
| Participant deferral / active EE | $9,395 | $5,946+58.0% | $7,353+27.8% | $3,952+137.7% |
| Admin fee / account holder | $40,953 | $6,934+490.6% | $10,802+279.1% | $6,261+554.1% |